Projects

Everything you need to know about projects

How to Add a Workorder to a Project
- Start by going into an already created project and click New Project ​​ - Enter your workorder information.     For information on how workorders cl...
Mon, 18 Dec, 2017 at 9:54 AM
How to Add a Task to Project
Note: This task is being added to workorder #100014 to be completed by the technician.  1. Start by going into an already existing project and click ...
Mon, 18 Dec, 2017 at 9:56 AM
Project Management
Managing a project can be stressful and difficult. This document and video discuss all things projects such as, handling financials, consulting, and workord...
Mon, 18 Dec, 2017 at 10:00 AM
How to Create a Project
How to create a project with and without a template. Note: Section A is how to create a project without a template. Section B is how to create a p...
Mon, 18 Dec, 2017 at 10:04 AM
How to Create a Project Template
If you have a project that requires the same workorder and tasks each time, such as a Turn Over, you'll want to create a project template. Creating a p...
Mon, 18 Dec, 2017 at 10:10 AM